ESOP Navigator Software: Streamlining and Automating Plan Administration, Communications

With ESOP Navigator, SES Advisors streamlines and automates many of the administrative requirements associated with Employee Stock Ownership Plans (ESOPs). This powerful software solution can be customized to align with your company’s brand and personality. Whether you choose to tailor it or use it “off the shelf,” you benefit from enhanced speed, efficiency and accuracy.

Key Benefits: Plan Participants

ESOP Navigator empowers plan participants to:

• View and print ESOP statements and other company ESOP communications
• Update contact information
• Download ESOP administrative forms
• Access educational ESOP resources (including video) and links to helpful websites

Key Benefits: Plan Sponsors

ESOP Navigator eases the administrative burden by enabling plan sponsors to:

• Support “paperless” electronic delivery of benefits statements, Summary Annual Report and other required disclosures
• Facilitate online voting
• Maintain a “fiduciary library”
• Distribute ESOP information, updates and announcements—including distribution forms—in a highly efficient manner
• Receive ESOP forms from participants

View the ESOP Navigator Demo

To see how this simple, intuitive and powerful software tool works, please fill out our Administration Inquiry form.